I'm based in Austin. The firm behind me — McCune Whiteley — has been doing this from Fort Worth since 2009. When you work with me, you're not getting a call center. You're getting a team.
Pre-retirees, young families, business owners & tech professionals navigating equity compensation
Retirement income strategy, Social Security optimization & tax-efficient wealth planning
Business owner wealth, Cash Balance Plans, exit planning & tax reduction
Investments & accredited investment planning
Client experience, firm operations & life and health insurance
Client support, administration & navigating financial journeys
Life Insurance, Employee/Employer Benefits & Medicare Supplemental
Client support, scheduling & administrative services
Client relations, onboarding & administrative support
Administrative support & client services
30 minutes with a fiduciary advisor.† No cost. No pressure. Just an honest conversation about your money.
Austin, TX · Remote welcome